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122 hedge funds and large institutions have $364M invested in Kadant in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 40

0.12% more ownership

Funds ownership: 89.83%89.95% (+0.12%)

3% less funds holding

Funds holding: 126122 (-4)

10% less capital invested

Capital invested by funds: $405M → $364M (-$40.6M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
122
Holders Change
-4
Holders Change %
-3.17%
% of All Funds
3.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
44
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$36.6M -$339K -8,939 -0.9%
Wells Fargo
2
Wells Fargo
California
$34.3M -$9.46M -249,915 -21%
Brown Advisory
3
Brown Advisory
Maryland
$20.9M +$8.13M +214,755 +60%
JP Morgan Chase
4
JP Morgan Chase
New York
$19.5M +$1.35M +35,711 +7%
LSV Asset Management
5
LSV Asset Management
Illinois
$18.2M -$634K -16,735 -3%
RA
6
Royce & Associates
New York
$16.3M
BIT
7
BlackRock Institutional Trust
California
$13.7M -$567K -14,982 -4%
Vanguard Group
8
Vanguard Group
Pennsylvania
$13.5M +$347K +9,156 +3%
William Blair & Company
9
William Blair & Company
Illinois
$12.6M +$1.99M +52,631 +18%
LI
10
LMCG Investments
Massachusetts
$12M -$1.06M -28,116 -8%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$12M +$1.82M +48,015 +17%
BFA
12
BlackRock Fund Advisors
California
$11.4M +$125K +3,309 +1%
American Century Companies
13
American Century Companies
Missouri
$11.3M +$2.52M +66,448 +27%
State Street
14
State Street
Massachusetts
$11M -$354K -9,347 -3%
Northern Trust
15
Northern Trust
Illinois
$8.45M -$357K -9,420 -4%
Ameriprise
16
Ameriprise
Minnesota
$7.61M +$22.7K +600 +0.3%
NI
17
Numeric Investors
Massachusetts
$6.79M +$3.04M +80,203 +76%
WCM Investment Management
18
WCM Investment Management
California
$5.68M -$219K -5,796 -4%
TA
19
Teachers Advisors
New York
$4.29M +$47.3K +1,250 +1%
PAM
20
Panagora Asset Management
Massachusetts
$4.24M +$93.3K +2,463 +2%
Macquarie Group
21
Macquarie Group
Australia
$4.17M +$1.07M +28,200 +33%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$3.68M +$201K +5,297 +6%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$3.64M +$692K +18,268 +22%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$3.44M -$77.1K -2,035 -2%
NFA
25
Nationwide Fund Advisors
Ohio
$3.19M +$1.51M +40,000 +84%

KAI Hedge Fund Activity: Q1 2014 in Review

122 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2014, worth a combined $364M — down 10% from $405M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of KAI and 8 opened new positions — a net loss of 4 holders — while 40 trimmed existing stakes and 44 added.

The largest buyer was Brown Advisory, adding an estimated $8.13M. The largest seller was Wells Fargo, cutting an estimated $9.46M.

  • 122 institutional investors held Kadant (KAI) as of Q1 2014, down from 126 in Q4 2013.
  • Funds reported $364M of Kadant stock for Q1 2014, down 10% quarter-over-quarter.
  • 8 funds opened new Kadant positions in Q1 2014 and 12 closed out, a net change of -4 holders.
  • The largest Kadant buyer in Q1 2014 was Brown Advisory, an estimated $8.13M added.
  • The largest Kadant seller in Q1 2014 was Wells Fargo, an estimated $9.46M sold.

Based on aggregated 13F filings for Q1 2014.